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Southland Equity Partners, LLC

Headquartered in WILDWOOD, MO

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Firm Information

Southland Equity Partners, LLC is an investment advisor based in , with approximately $636,443,384 in regulatory assets under management. The firm provides portfolio management for individuals and other advisory services including financial planning, consulting services, and selection of other advisors. The firm has a total of 2714 accounts, including 2611 discretionary accounts. The firm primarily serves individuals other than high-net-worth individuals, with 2709 clients and $564,125,438 in assets under management, and high-net-worth individuals, with 8 clients and $72,317,946 in assets under management.

Southland Equity Partners, LLC

$636.44M

Assets Under Management

12

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (13)

SOUTHLAND EQUITY PARTNERS, LLC has a total of 13 branch locations across the country.
location

MAKAWAO, HI

location

NORTH RIDGEVILLE, OH

location

Asheville, NC

location

PIONEER, CA

location

WILDWOOD, MO

location

ABINGDON, VA

location

Abingdon, VA

location

SPRING HILL, FL

location

Santa Rosa Beach, FL

location

West Chester, OH

location

MARTINGSBURG, WV

location

EARLYSVILLE, VA

location

Lexington, KY

Advisors at Southland Equity Partners, LLC

View All 11 Advisors
Unclaimed
Michelle Linne Best

CFP®, RA

SPRING HILL, FL

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Unclaimed
Betsy Ann Sullivan

RA

Santa Rosa Beach, FL

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Unclaimed
Thomas David Ebner

RA

West Chester, OH

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Unclaimed
Brian Scott Thomas

RA

MAKAWAO, HI

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Unclaimed
Rick Allen Healy

CFP®, RA

PIONEER, CA

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Unclaimed
Christopher Allen Salyer

RA

Abingdon, VA

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Unclaimed
Jonathan Hunter Bodwell

RA

MARTINGSBURG, WV

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Unclaimed
David Lee Cunningham

RA

Lexington, KY

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Disclosures

There are no public disclosures for Southland Equity Partners, LLC.

Frequently Asked Questions (7)

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